Calendar Planner – Get Started

for Microsoft 365 & SharePoint Online

Introduction

Calendar Planner is a SharePoint Framework (SPFx) web part designed for Microsoft 365 tenants. It provides year, month, week, and grid timeline views. All for event management using SharePoint list data. This guide walks you through the installation, configuration, licensing activation, and initial setup process.

Before installing Calendar Planner, ensure:

Prerequisites Required

Microsoft 365 tenant ✔
SharePoint Online ✔
Permission to upload apps to the SharePoint App Catalog ✔
Permission to add web parts to modern site pages ✔
An active Calendar Planner licence via your JFDI SaaS subscription ✔

Optional (recommended)

Site Collection Administrator rights
A modern communication or team site for deployment
SharePoint List(s) for managing events and appointments

Installation Steps

Download the SPFx App Package

Download the latest Calendar Planner .sppkg file from the provided distribution link.

Upload to the App Catalog

When prompted, check: “Make this solution available to all sites in the organisation” (recommended)
Go to: SharePoint Admin Center → More Features → Apps → App Catalog
Select Apps for SharePoint
Upload the .sppkg file

Approve API Permissions

If prompted, approve the API permissions in the Microsoft 365 Admin Center.

Add to a SharePoint Site

Navigate to the SharePoint site where Calendar Planner will be used
Go to Site Contents → New → App
Find Calendar Planner and add it to the site

Adding Calendar Planner to a Page

Go to the SharePoint page where you want the calendar
Select Edit
Click the “+” to add a web part
Search for Calendar Planner
Insert the web part and publish the page

Initial Configuration

Select a compatible List

Calendar Planner can be configured to use any SharePoint Calendar list or standard lists that include a start and end date site column.
This list stores all event items to be viewed on the Calendar Planner web part.

Configure Categories (optional)

Under List Settings, configure:

Category names
Colours
Optional descriptions

These categories drive colour-coding in calendar views.

Select Default View

Choose the default display mode:

Timeline View (Months)
Timeline View (Weeks)
Grid View

Licensing Activation

Calendar Planner validates your subscription using a secure SaaS licensing check.

Activation process:

The web part automatically detects your Microsoft 365 tenant ID
It securely transmits:
- Tenant ID
- App ID
No personal or event data is transmitted
Valid licences activate the app immediately

If your licence cannot be validated, you’ll see an in-app message with steps to resolve the issue.

Using Calendar Planner

Navigate to the SharePoint List(s) the web part was previously configured
Click on ‘Add new item’
Enter at least Title, Start and End dates
- Also select a Category if configured